U.S. Communications Stock News

If you are wondering whether Lumen Technologies at around US$8.39 still offers value or has already run too far, you are not alone. The stock shows returns of 2.2% over 7 days, 8.0% over 30 days, 9.1% year to date, 45.9% over 1 year and 58.3% over 3 years, while the 5 year return sits at a 36.9% decline. Recent attention on Lumen has been shaped by ongoing coverage of its turnaround efforts and balance sheet position, as investors weigh how the company responds to its debt load and industry...

Sea stock at a glance Sea (SE) has drawn fresh attention after recent trading, with the share price around $121.13 and mixed returns over the past year, including a 22% decline in the past 3 months. For investors, the key question now is how Sea’s e-commerce, digital financial services, and digital entertainment segments compare with its current valuation and its recent performance in revenue and net income. See our latest analysis for Sea. Sea’s recent share price pressure, with a 90 day...

Record backlog and Arizona project put Fluence’s growth story in focus Fluence Energy (FLNC) is back on investors’ radar after reporting a record backlog of about US$5.3b, issuing guidance for revenue growth in 2026, and winning a major Arizona storage contract. See our latest analysis for Fluence Energy. The latest Arizona win and record backlog have coincided with strong momentum, with Fluence’s 30 day share price return at 28.80%, a 90 day share price return of 64.32%, and a 1 year total...

Western Digital announced an Innovation Day event focused on new data storage developments for the AI driven economy. The company plans to showcase technologies aimed at supporting rising data storage needs tied to AI infrastructure growth. The event is expected to highlight how Western Digital is positioning its products and roadmap for AI related demand. For investors watching NasdaqGS:WDC, the Innovation Day comes at a time when the shares trade around $241.9. The stock has seen strong...

In recent months, United Parcel Service has drawn fresh attention as analysts responded to its ongoing shift toward higher-margin markets, reduced Amazon volumes, and greater automation, alongside continued emphasis on dividends and buybacks. An interesting angle is UPS’s push into healthcare logistics and improved revenue quality, which helps explain why analyst sentiment has become more constructive despite past margin pressure. With UPS shares recently recording a 1.01% seven-day and...

In early January 2026, EPAM Systems, Inc. announced a partnership with AI coding platform Cursor to help enterprises adopt AI-native engineering workflows at scale, integrating Cursor’s tools across complex technology stacks and developer teams. The collaboration pairs Cursor’s AI development capabilities with EPAM’s more than 50,000 engineers, training programs and productivity measurement frameworks, creating an unusually comprehensive toolkit for organizations looking to rework how...

Event context and recent share performance ICON (NasdaqGS:ICLR) has drawn investor attention after a period of mixed share performance, with a small 1 day gain of 4.7% and broadly flat movement over the past week. Over the past month, the stock shows a 3.2% return, while the past 3 months reflect a 2.7% gain. The year to date figure and 1 year total return are both negative. See our latest analysis for ICON. With the share price at $184.87, ICON’s recent 4.7% 1 day share price return...

Why Bristol-Myers Squibb (BMY) is back on investors’ radar Bristol-Myers Squibb (BMY) just announced a partnership with Microsoft that uses FDA cleared radiology AI algorithms to support earlier lung cancer detection, a move that directly ties the stock to digital health infrastructure. For you as an investor, this is less about short term headlines and more about how BMY is positioning itself at the intersection of oncology, health equity, and hospital workflow tools that already touch much...

Investors may be wondering if Crinetics Pharmaceuticals at around US$55.41 per share is still offering fair value, or if the recent excitement has already been priced in. The stock shows a flat 7 day return, while the 30 day return is 12.5%, year to date is 18.6%, and the 1 year return is 43.4%, with a very large 5 year gain of 282.9%. This performance may have changed how the market views its risk and potential. Recent coverage has focused on Crinetics Pharmaceuticals as a growth oriented...

Spotify Technology S.A. recently announced a fresh round of Premium subscription price increases in the U.S. and select European markets, effective February 2026, alongside a leadership change that will see co-founder Daniel Ek step down as CEO in favor of incoming co-CEOs Gustav Söderström and Alex Norström. This combination of higher prices and a new leadership structure could reshape how Spotify balances revenue growth ambitions with subscriber retention and product innovation...

Fidelity National Information Services has launched what it calls the first agentic commerce solution for banks, enabling AI-driven purchasing assistants to securely initiate and complete card-based transactions in partnership with Visa and Mastercard, with rollout to issuing bank clients expected by the end of the first quarter of 2026. This move positions FIS at the center of emerging AI-enabled retail and payments infrastructure, as financial institutions seek tools to manage...

Granite announced in January 2026 that it had been selected for two major US infrastructure contracts: a US$157,000,000 road and bridge project in Tucson, Arizona, and a roughly US$66,000,000 highway improvement project in Nevada County, California, both slated for inclusion in its 2025 fourth-quarter committed and awarded projects. These wins highlight Granite’s role in complex, publicly funded transportation upgrades that combine freight mobility, safety improvements, and local materials...

Halliburton (HAL) has landed in focus after its fourth quarter and full year 2025 results, which showed steady quarterly revenue and earnings per share, alongside a full year profit decline and ongoing capital return and leadership changes. See our latest analysis for Halliburton. The earnings release and ongoing buybacks have come alongside a strong 30 day share price return of 18.34% and a 90 day share price return of 22.56%, while the 1 year total shareholder return of 20.61% contrasts...

Okta’s India push and what it could mean for investors Okta (OKTA) has just rolled out in-country platform tenants in India. The company aims to meet local data residency rules while supporting AI adoption in heavily regulated sectors such as banking and healthcare. For investors, this move links Okta’s identity security fabric directly to India’s data protection framework and AI ambitions. In-country hosting on AWS is positioned to address compliance, cyber risk, and disaster recovery...

Comerica (NYSE:CMA) has received final regulatory and shareholder approvals for its merger with Fifth Third Bancorp. The deal is set to close imminently, creating the ninth largest U.S. bank by assets. Management is targeting major cost synergies, including job cuts and consolidation of overlapping operations. The combined bank will have a larger presence across key growth markets in the Midwest and Sun Belt regions. For you as an investor, this is a significant turning point for Comerica,...

BitMine Immersion Technologies (NYSEAM:BMNR) received shareholder approval to increase its authorized share count from 500 million to 50 billion shares. The company is accelerating its Ethereum accumulation and staking activities, supported by development of its MAVAN staking infrastructure. These moves reflect a broad shift in how BitMine is positioning itself within the Ethereum ecosystem. BitMine Immersion Technologies enters this shift with a share price of $29.35 and a 1-year return of...

UPS (NYSE:UPS) is shifting its business mix toward higher margin services, automation, and healthcare logistics. The company is reducing lower margin work, including some Amazon-related volume, while streamlining operations and cutting costs. Early internal metrics point to improved revenue quality and profit margins in its core U.S. operations. For you as an investor, the key point is that UPS is reworking how it makes money, not just how much volume it handles. The company sits at the...

Starbucks (SBUX) is rolling out a new Back to Starbucks plan that includes placing a coffeehouse coach in every U.S. store by 2026 and expanding internal leadership development, aimed at addressing softer sales and traffic trends. See our latest analysis for Starbucks. The Back to Starbucks plan arrives as the share price shows improving short term momentum, with a 1 month share price return of 11.91% and a year to date share price return of 14.84%. However, the 1 year total shareholder...

Opendoor Technologies (OPEN) is back in focus after two separate catalysts: a U.S. executive order aiming to curb large institutional buying of single family homes, and a fresh equity stake taken by SRx Health Solutions. See our latest analysis for Opendoor Technologies. At a share price of US$6.48, Opendoor has a 1-day share price return of 1.41% and a year-to-date share price return of 6.75%. The 1-year total shareholder return is about 4.6x, which suggests recent momentum has been strong...

Recent analyst activity around Agilent Technologies (A), including new coverage and upgrades from major firms along with expectations for improved fiscal Q1 profitability, has drawn fresh attention to the stock’s recent move. See our latest analysis for Agilent Technologies. At a share price of $139.77, Agilent has seen a 2.90% 1 day share price return. Its 7 day and 90 day share price returns have declined by 4.21% and 5.21%, respectively, contrasting with a 5 year total shareholder return...

Why recent analyst caution matters for Super Micro Computer (SMCI) Recent caution from Citi, Goldman Sachs, and other analysts has put Super Micro Computer (SMCI) under the microscope, with concerns centering on margin pressure, earnings volatility, and earlier accounting and compliance issues. For you as an investor, that mix of strong AI demand on one side and questions about profitability and execution on the other creates a situation in which the stock is heavily influenced by how the...

If you are wondering whether AutoZone's current share price reflects its true worth or if the market is giving you an opening, this article is designed to help you weigh that up clearly. With AutoZone shares recently closing at US$3,671.68 and returns of 5.7% over 7 days, 7.6% over 30 days, 11.1% year to date, 10.4% over 1 year, 55.7% over 3 years and 222.9% over 5 years, many investors are reassessing what counts as a fair price today. Recent coverage of AutoZone has focused on how the...

SolarEdge Technologies stock overview after recent performance shift SolarEdge Technologies (SEDG) has caught investors’ attention after a sharp 1 year total return of 155.48%, alongside a 3 year total return decline of 88.91% and 5 year total return decline of 88.32%. Over shorter periods, the stock shows mixed performance, with a 1 day return of 2.62%, a 7 day decline of 4.14%, a month gain of 7.86%, and a past 3 months decline of 11.85%. See our latest analysis for SolarEdge...

Why Nucor Is Back in Focus After Fresh Demand Commentary Recent commentary around infrastructure spending, data center construction, and grid expansion, combined with Nucor (NUE)'s scrap-based production model and conservative balance sheet, has pushed the stock back onto many investors' watchlists. See our latest analysis for Nucor. At a share price of $180.23, Nucor has seen momentum build recently, with a 30-day share price return of 9.72% and a 90-day share price return of 30.18%. The...